Fund DNA

Define your investment criteria, sector focus, and red flag thresholds. These criteria ground all AI responses and strategy fit scoring.

Display name used across the platform

This thesis is injected into every AI response to ground analysis against your mandate.

Sectors you actively target

Sectors you will not invest in


Deals below this growth rate will be flagged


Return Hurdles

Set thresholds that trigger red flags during deal analysis. The AI will flag any metrics exceeding these limits.

These thresholds are used by the AI chatbot and artifact generators to automatically flag risks. Conservative thresholds catch more issues but may generate more alerts.

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